Haverford Trust Company’s WSFS Financial WSFS Stock Holding History

Haverford Trust Company’s Portfolio WSFS Stock Details WSFS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$571K	Buy	7,441 +441	+6%	+$31.6K	﹤0.01%	293
2026 Q1	$458K	Hold	7,000	–	–	﹤0.01%	314
2025 Q4	$387K	Hold	7,000	–	–	﹤0.01%	330
2025 Q3	$378K	Hold	7,000	–	–	﹤0.01%	320
2025 Q2	$385K	Hold	7,000	–	–	﹤0.01%	328
2025 Q1	$363K	Sell	7,000 -2,557	-27%	-$138K	﹤0.01%	326
2024 Q4	$508K	Sell	9,557 -1,350	-12%	-$73.5K	0.01%	286
2024 Q3	$556K	Sell	10,907 -2,400	-18%	-$124K	0.01%	291
2024 Q2	$625K	Hold	13,307	–	–	0.01%	269
2024 Q1	$601K	Sell	13,307 -3,000	-18%	-$131K	0.01%	262
2023 Q4	$749K	Buy	+16,307	New	+$640K	0.01%	240
2022 Q3	–	Sell	-5,055	Closed	-$203K	–	352
2022 Q2	$203K	Sell	5,055 -1,449	-22%	-$59.6K	﹤0.01%	328
2022 Q1	$303K	Buy	+6,504	New	+$337K	﹤0.01%	308
2021 Q3	–	Sell	-628	Closed	-$29K	–	373
2021 Q2	$29K	Buy	+628	New	+$32K	﹤0.01%	358

Other funds holding WSFS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

NAMI

Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

Haverford Trust Company's WSFS Position: Q2 2026 in Review

Haverford Trust Company increased its WSFS Financial (WSFS) stake by 6.3% in Q2 2026, buying an estimated $31.6K and bringing the position to 7,441 shares worth $571K. The position accounts for ﹤0.01% of the portfolio, ranked #293.

Haverford Trust Company first reported a position in WSFS in Q2 2021 and has held it in 14 quarters since. The position peaked at $749K in Q4 2023. 356 funds tracked by Wall St. Rank hold WSFS as of Q2 2026.

Haverford Trust Company held 7,441 shares of WSFS Financial worth $571K as of Q2 2026.
Haverford Trust Company bought 441 WSFS Financial shares in Q2 2026, an estimated $31.6K.
WSFS Financial made up ﹤0.01% of Haverford Trust Company's portfolio in Q2 2026, its #293 holding.
Haverford Trust Company first reported a position in WSFS Financial in Q2 2021 and has held it in 14 quarters since.
Haverford Trust Company's WSFS Financial position peaked at $749K in Q4 2023.
356 funds tracked by Wall St. Rank held WSFS Financial as of Q2 2026.

Based on Haverford Trust Company's 13F filing for Q2 2026, filed 12 Aug 2026.